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Wells Fargo
WFC

Overview Fund Activity

1,951 hedge funds and large institutions have $159B invested in Wells Fargo in 2019 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 667 increasing their positions, 954 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,951
Holders Change
-61
Holders Change %
-3.03%
% of All Funds
42.44%
Holding in Top 10
113
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-5.04%
% of All Funds
2.46%
New
96
Increased
667
Reduced
954
Closed
131
Calls
$1.9B
Puts
$2.26B
Net Calls
-$364M
Net Calls Change
-$112M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$982M
2
BlackRock
BlackRock
New York
+$317M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$245M
4
LP
Longview Partners
Guernsey
+$241M
5
Artisan Partners
Artisan Partners
Wisconsin
+$230M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$1.1B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.03B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$764M
4
Capital World Investors
Capital World Investors
California
-$576M
5
Lazard Asset Management
Lazard Asset Management
New York
-$511M
Name Holding Trade Value Shares
Change 		Shares
Change %
BONST
1026
Bank of Nova Scotia Trust
Ontario, Canada
$1.27M +$177K +3,750 +16%
WAM
1027
Wealthspire Advisors (Maryland)
Maryland
$1.27M -$191K -4,038 -13%
FFA
1028
First Foundation Advisors
California
$1.26M +$551K +11,647 +77%
BFEC
1029
Benjamin F. Edwards & Company
Missouri
$1.26M +$248K +5,242 +24%
CTC
1030
Central Trust Company
Missouri
$1.26M -$359K -7,613 -22%
KCP
1031
Kenmare Capital Partners
New York
$1.26M – – –
LIM
1032
Loudon Investment Management
New Hampshire
$1.26M – – –
BPCA
1033
Bank Pictet & Cie (Asia)
Singapore
$1.26M +$285K +6,022 +29%
SIC
1034
SFE Investment Counsel
California
$1.26M -$104K -2,190 -8%
SA
1035
Strategic Advisors
New York
$1.25M -$253K -5,345 -17%
GIM
1036
Guardian Investment Management
California
$1.25M – – –
CCM
1037
Carlson Capital Management
Minnesota
$1.24M +$153K +3,227 +14%
VCM
1038
Violich Capital Management
California
$1.24M -$23.7K -500 -2%
CG
1039
Caprock Group
Idaho
$1.24M -$71.1K -1,503 -5%
EWM
1040
Endurance Wealth Management
Rhode Island
$1.24M -$56.8K -1,200 -4%
IA
1041
IFG Advisory
Georgia
$1.23M -$201K -4,065 -14%
DLA
1042
Douglas Lane & Associates
New York
$1.23M -$394K -8,332 -24%
AI
1043
Accredited Investors
Minnesota
$1.23M -$4.07K -86 -0.3%
MGIA
1044
Moneta Group Investment Advisors
Missouri
$1.23M +$801K +16,928 +187%
ANRIA
1045
American National Registered Investment Advisor
Texas
$1.22M – – –
KA
1046
KLCM Advisors
Wisconsin
$1.22M -$17.9K -378 -1%
FC
1047
Forte Capital
New York
$1.22M +$63.7K +1,345 +6%
ACM
1048
AlphaCrest Capital Management
New York
$1.22M +$491K +10,370 +67%
SWM
1049
Shakespeare Wealth Management
Wisconsin
$1.22M +$1.22M +25,743 New
TAM
1050
Tocqueville Asset Management
New York
$1.22M -$6.28M -132,771 -84%
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